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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2751
Maxele Advisors
Missouri
$289K +$9.7K +72 +3%
LF
2752
Lee Financial
Texas
$289K -$52.9K -393 -15%
PWA
2753
Prairie Wealth Advisors
Nebraska
$289K -$10.1K -75 -3%
AWP
2754
Accretive Wealth Partners
New Jersey
$289K +$1.21K +9 +0.4%
PMG
2755
Private Management Group
California
$289K +$102K +755 +53%
KRW
2756
Kaufman Rossin Wealth
Florida
$289K +$294K +2,185 New
DCM
2757
DGS Capital Management
New Jersey
$288K -$22.2K -165 -7%
WSFG
2758
Wall Street Financial Group
Illinois
$287K +$293K +2,176 New
BRWM
2759
Blue Rock Wealth Management
North Carolina
$287K – – –
TCPW
2760
Twin City Private Wealth
North Carolina
$286K +$19.3K +143 +7%
KAM
2761
Knightsbridge Asset Management
California
$286K +$292K +2,167 New
SCP
2762
Sender Company & Partners
New York
$286K +$292K +2,167 New
MHR
2763
Matthew Hamilton Rosenberg
$285K +$129K +960 +80%
GCA
2764
Greenwood Capital Associates
South Carolina
$284K -$568K -4,217 -66%
KCFA
2765
Key Client Fiduciary Advisors
New Jersey
$283K +$7.68K +57 +3%
BIA
2766
Barry Investment Advisors
Massachusetts
$283K +$808 +6 +0.3%
BOSSRA
2767
B.O.S.S. Retirement Advisors
Utah
$283K -$44.7K -332 -13%
SAMC
2768
Spectrum Asset Management (California)
California
$282K +$2.83K +21 +1%
NFSG
2769
Newbridge Financial Services Group
Florida
$281K -$2.15K -16 -0.7%
TLFA
2770
True Link Financial Advisors
California
$281K -$35.8K -266 -11%
GA
2771
GSG Advisors
New Jersey
$281K -$60.9K -452 -18%
SG
2772
Stanich Group
New York
$281K -$56.8K -422 -17%
CWA
2773
Clearview Wealth Advisors
Oregon
$281K -$1.21K -9 -0.4%
OCPWS
2774
One Charles Private Wealth Services
Massachusetts
$281K +$14.1K +105 +5%
CWP
2775
Capital Wealth Planning
Florida
$280K -$216K -1,600 -43%
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